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Practice Management

Calendar & Events

View, Schedule, Sychronise

The built-in calendar allows you to view and schedule meetings and events quickly and efficiently.  

And by toggling the display, you can see different time periods. The calendar can also be synchronised with Microsoft, Google and iOS, giving you access via your desktop mobile or tablet. 

Standardise, Send, Repeat

Event templates can be built for standard events and allow you to configure the default settings and resource requirements. Templates can also be used to automatically send communications both before and after the event, as well as trigger tasks for team members or create opportunities in your sales pipeline.  

The intuitive functionality allows for repeating events, warnings where there are potential meeting clashes, and the ability to see any automated communications that are to be sent. Collaborators can also be included to keep relevant team members informed. 

Group events can also be created with multiple attendees and documents attached. Clients can also view all their upcoming and previous meetings in their Client Portal. 


Next Steps

Prefer to call the experts?

If you like the idea of designing, mapping and installing automated workflows and processes throughout your business but don’t envy the task of building them, our specialist Gurus can provide tailored personal support to help you configure your system to how your business works.

Whether that is ad-hoc assistance and support to help you with the automation tools or a full design and installation service, we’re here to help.


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